The Client Situation
The client requested the automation of planning and budgeting procedures. The upcoming system must seamlessly integrate with the existing accounting app for comprehensive data interchange. The creation and adjustment of reports should be user-friendly. Additionally, the system should offer compatibility with a diverse array of analytical tools.
The previously Excel-based project database has been transferred and organized on the server.
Building and altering report formats occur effortlessly using the constructor tool.
Actual financial data is consistently imported into Spreadym from the accounting app, triggering automatic recalculations for all metrics.
It is very important to consider the most detailed level of data for good operational planning. If a company operates in a dynamic business area, where input data can constantly change, the flexibility of the operational planning system will be crucial. Support for a large array of historical data will only be a plus for the system when it is implemented in a company where the manufacturing process is continuous.
The Client Situation
The Client implemented a business management system for the first time. The company highlighted that it is important to consider the following items:
The system should allow flexible management of access to data. All users of the system may have different permissions to view data arrays.
The system must support multi-register data entry. For example, the user can enter the details of actual costs and plan data at a generalized level.
The system should respond to changes in the business logic of calculations, or to changes in the basic inputs.
All changes made should be available to users with the appropriate access rights.
The system should support access to detailed historical data.
Implement a comprehensive business performance management system that will ensure the flexibility of the client's business processes and the requirements of drill-down analytics.
We proposed to implement Spreadym as the basic business performance management system. As Spreadym supports multi-register input, we created and implemented a basic form for entering all accounting items, which could recalculate the result when baseline data changes.
Information from the basic form was pulled into a pivot table for further operational planning, where the user could see the actual data both in summary and in detail. At the same time, users could continue to enter planned indicators without detailing them by items. The pivot form could provide data for past periods.
Flexible access settings made it possible to display data arrays only to those users who had the appropriate rights, while there weren’t restrictions on fulfilling empty forms.
Integrated with an external currencies portal and local Intranet
Explore the Real Experience
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Watch how we manage client's request
An infrastructure developer has strategically employed Spreadym to enhance the automation of project planning and the unification of both project-specific and company-wide data.
In the initial setup, the client managed their reporting through separate Excel tables for individual projects. It was necessary to increase the detail of the analysis and make the generation of reports more flexible.